Institute for Wealth Management, LLC.

Position in AEO — American Eagle Outfitters Inc

CIK 1533954 DENVER, CO

Position in AEO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$67,200

-$80,943 QoQ

Shares Held

3,907

-63.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#256

of 345 holders

Holding Since

Sep 2021

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $1,986,014 across 6 Apparel Retail names. AEO ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TJX	Tjx Companies Inc /De/	6,884	$1,042,926
2	LULU	lululemon athletica inc.	5,686	$649,227
3	ROST	Ross Stores, Inc.	1,008	$214,552
4	AEO	American Eagle Outfitters Inc This page	3,907	$67,200
5	GAP	Gap Inc	343	$6,407
6	BURL	Burlington Stores, Inc.	18	$5,702

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$67,200	3,907	-63.2%	Shares	Sole	2026-07-28
2022-12-31	$148,143	10,612	+2.3%	Shares	Sole	2023-02-02
2022-06-30	$115,992	10,375	0.0%	Shares	Sole	2022-07-25
2022-03-31	$174,300	10,375	-8.1%	Shares	Sole	2022-04-29
2021-12-31	$285,761	11,286	-5.8%	Shares	Sole	2022-01-21
2021-09-30	$309,135	11,982	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.